Take Six Steps To Create The Client-Centric Private Bank
Event type: Forum
SIGs: Private Banking Wealth Management
Location: Robert Walters, 11 Slingsby Place, St Martin's Courtyard, London, WC2E 9AB
Date: 29 Nov 2012
Time: 8.30-11.00
What does it mean, and what does it take, to become truly client-centric in wealth management ? The Client Centric Index is a diagnostic tool from Gulland Padfield, the specialist financial services consultancy, which helps banks identify the 6 steps they could take to embed client-centric behaviours. In addition they will share findings from a review of publicly-available information on the strategies of some of the world’s leading private banks, including latest developments in segmentation, product innovation and client service delivery. This interactive session will feature a practical framework designed to improve governance, structure, systems, offering, client relationships, brand, remuneration and culture. We also invite a panel of leading wealth management brands to share their own insights into the creation of more client-centric processes and behaviours.
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